User Setup
Updated over a week ago

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The User Setup page allows you setup your General Settings, Qualifications, Categories, Rates and User Defined Fields. To access the User Setup page in Penelope you will need to be logged in with a System Administrator account.

Setting Tab

On the User Setup page (Settings tab) you will be able to configure your General settings, Qualifications, Categories and Rates.

General Settings

The User General settings allow you to add a User Defined tab label and also activate/deactivate the User Defined tab in the Worker’s Profile.

  1. In the User Setup section select User.

  2. On the User Setup page select the Setting tab.

  3. Click Edit.

  4. Enter a User Defined Tab Label.

  5. Check/Uncheck User Defined Tab Enabled.

  6. Click Save.

Adding/Editing a Qualification

  1. In the User Setup section select User.

  2. On the User Setup page select the Setting tab.

  3. In the Qualifications section select Add.

  4. Enter/Edit the Qualification.

  5. Check/Uncheck Active.

  6. Click Save.

Delete a Qualification

  1. In the User Setup section select User.

  2. On the User Setup page select the Setting tab.

  3. In the Qualifications section select the minus (-) icon next to the Qualification you want to delete.

The Qualification will be deleted immediately. This function is irreversible.

Add a Worker Category

  1. In the User Setup section select User.

  2. On the User Setup page select the Setting tab.

  3. In the Field Setup section select Category.

  4. In the Active Values section click Add.

  5. Enter a Value.

  6. Select a Type.

  7. Click Save.

For more information on Worker Categories visit the Worker Category article.

Edit a Worker Category

  1. In the User Setup section select User.

  2. On the User Setup page select the Setting tab.

  3. In the Field Setup section select Category.

  4. In the Active Values section click the Worker Category you would like to edit.

  5. Edit the Value.

  6. Edit Type if required.

  7. Click Save.

Deactivate an existing Worker Category

  1. In the User Setup section select User.

  2. On the User Setup page select the Setting tab.

  3. In the Field Setup section select Category.

  4. In the Active Values section click the minus (-) icon next to the Worker Category you would like to deactivate.

The Worker Category will either be deleted or moved to the Inactive Values section depending on whether it has been used or not.

Activate an existing Worker Category

  1. In the User Setup section select User.

  2. On the User Setup page select the Setting tab.

  3. In the Field Setup section select Category.

  4. In the Active Values section click the plus (+) icon next to the Worker Category you would like to activate.

The Worker Category will be activated and moved to the Active Values section.

Adding a Rate

The Rate values will appear on the user defined tab of the Worker Profile. These rates are for informational purposes only and do not have an impact any billing functionality.

  1. In the User Setup section select User.

  2. On the User Setup page select the Setting tab.

  3. In the Field Setup section select Rate.

  4. In the Active Values section click Add.

  5. Enter a Value (numbers only).

  6. Click Save.

Deactivate an existing Rate

  1. In the User Setup section select User.

  2. On the User Setup page select the Setting tab.

  3. In the Field Setup section select Rate.

  4. In the Active Values section click the minus (-) icon next to the Rate you would like to deactivate.

The Rate will either be deleted or moved to the Inactive Values section depending on whether it has been used or not.

Activate an existing Rate

  1. In the User Setup section select User.

  2. On the User Setup page select the Setting tab.

  3. In the Field Setup section select Rate.

  4. In the Active Values section click the plus (+) icon next to the Rate you would like to activate.

The Rate will be activated and moved to the Active Values section.


User Defined Tab

On the User Defined tab you can add, edit, activate and deactivate your User Defined fields. User defined fields are a good tool for capturing additional data where required.

Adding a new User Defined field and marking as In Use/Required

  1. In the User Setup section select User.

  2. On the User Setup page select the User Defined tab.

  3. Click Edit.

  4. Choose the field type (Checkbox, Drop-down etc) and enter the Field Name.

  5. Select In Use (this will make the field active in the Worker Profile).

  6. Select Required if applicable.

  7. Repeat Steps 4 and 5 if required.

  8. Click Save.

Editing User Defined fields and marking as In Use/Not in Use

Steps 4-6 to be used as required.

  1. In the User Setup section select User.

  2. On the User Setup page select the User Defined tab.

  3. Click Edit.

  4. If you would like to edit a Field Name choose the Field Name you would like to edit and change accordingly.

  5. If you would like to deactivate the field untick In Use (this will make the field inactive in the User). Untick Required if applicable.

  6. If you would like to activate the field tick In Use (this will make the field active on the User user defined tab). Tick Required if applicable.

  7. Repeat Steps 4 and 6 if required.

  8. Click Save.

Adding values for User Defined drop-downs

  1. In the User Setup section select User.

  2. On the User Setup page select the User Defined tab.

  3. In the Active/Inactive User Defined Field section find the Drop Down field you would like to add values to.

  4. Click Drop Down located to the right of the Field name.

  5. Click Add.

  6. Add the Drop Down value.

  7. Click Save.

Editing values for User Defined drop-downs

  1. In the User Setup section select User.

  2. On the User Setup page select the User Defined tab.

  3. In the Active/Inactive User Defined Fields section find the Drop Down field you would like to edit the values of.

  4. Click Drop Down located to the right of the Field name.

  5. Click the Value.

  6. Edit as required.

  7. Click Save.

Make a User Defined drop-down value Inactive

  1. In the User Setup section select User.

  2. On the User Setup page select the User Defined tab.

  3. In the Active/Inactive User Defined Fields section click the Drop Down field you would like to deactivate values in.

  4. In the Active Values section click the minus (-) icon of the Value you wish to make inactive.

The drop-down value will be moved to the Inactive Values section.

Make an existing User Defined drop down value Active

  1. In the User Setup section select User.

  2. On the User Setup page select the User Defined tab.

  3. In the Active/Inactive User Defined Fields section click the Drop Down field you would like to activate values in.

  4. In the Inactive Values section click the plus (+) icon of the Value you wish to make active.

The drop-down value will be moved to the Active Values section.

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